“Tax rate”: set the default “Tax rate” for the customer/supplier, it is automatically shown in the documents (invoices, transport documents, customer and supplier orders, quotes, job orders, etc).
“Declaration of exemption”: only for the customers who are Tax exempt (usually exporters), it is advisable to insert the references of the declaration, as well as to select the relative Tax rate as exempt.
“Account”: please refer to the manual of the Accounting Records for a detailed description.
“Currency”: automatically proposes the US Dollar as the currency (see the menu “Master data” + “Other” + “Currency”.
“State stamps, Cash, Various, Shipping, Packing”: it is possible to insert fixed cost values. These are then reported in each document that use this master data. It is possible at any time to modify the values in the specific document directly.
“Only 1st month’s invoice”: for the “Cash” expense apply the costs only to the first invoice of the month.
“Advance”: it is managed only by documents, by inserting an “advance value” in the payment deadline, the value will be subtracted from the document total.
“Rebate”: is managed only by documents, by inserting a “rebate value” in the payment deadline, the value will be subtracted from the document total.
“Earnest money” and “Date earnest money”: allows you to enter a value and the date of the “earnest money”.
“Force Documents Tax Rate”: The “Tax Rate” is present both in customer and supplier master data and in warehouse items, and it could be different for each one. The program, as the default value in the documents, uses the “Tax Rate” of the master data, except that in the configuration if the “Article Tax” flag is activated (from the main menu select “Settings” + “Configuration” + “Variables”).
In this case, to make sure that the document and the articles present in it, use the “Tax rate” of the master data selected, the flag in this form must be activated.
The additional costs of any “Cash”, “Various”, “Shipping”, “Packing” always show the “Tax Rate” of the master data (customer or supplier) unless in the “Defining Accounting Constraints” (Accounting menu), the setting is not forced.
“Subject Withholding”: indicates whether the document and therefore the master data is subject to withholding tax.
“Foreign Countries”: it is active only if the country is different from United States; it allows automatisms in the management of the “Accounting Records”.
“CEE”: indicates if the master data is part of the European community.
“No Moves the Warehouse”: only for documents, if activated and if you delete the whole document or just a few items inside it, the articles in the warehouse is not moved (uploaded or downloaded depending on the type of document).
“Created by transport document”: only for “Sales Invoices”, it is activated if the invoice has been generated by recalling one or more document transports.